Ed's Edge

How to Win the Tax Game

In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the future. They share strategies that can benefit you in years of lower taxable income as well as strategies that can be used in years of higher taxable income. Ed & James explain the benefits of these strategies and what to consider before using them to optimize your tax situation over the long run.

 

www.edgefa.com

Maximizing Your Impact: Charitable Giving with Donor Advised Funds

In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.

Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.

 

Fidelity Charitable® Website: https://www.fidelitycharitable.org/

Fidelity Charitable® Phone Number: (800) 262-6039

Edge's Website: www.edgfa.com

Ed’s Food for Thought: https://www.entreekitchen.com/

Structured Growth Notes

Growing your portfolio without taking unnecessary risk is important across all phases of your financial life. Today we talk about an alternative investment that provides downside protection as well as additional growth. Join us as we discuss the benefits of using structured growth notes to grow and stabilize an investment portfolio over time.

 

www.edgefa.com

Structured Income Notes

Producing income from your portfolio can be key as you transition into the retirement phase of your life. Today we talk about an alternative investment that offers a steady income stream while providing downside market protection. Structured income notes are used in many of our clients’ portfolios, and we see major benefits in the added stability and increased yield.

 

www.edgefa.com

The Great Insurance Shift: Navigating your New Normal with Finny Rajchel

In this episode, Ed and James are joined by insurance expert, Finny Rajchel, the President of the Finny Rajchel Office of State Farm with over 34 years of experience in the insurance industry. Ed, James, and Finny discuss the importance of evaluating your insurance policies and needs, to make sure they are aligned with your ever-changing financial situation.

 

Finny explains how insurance companies have changed their policies since COVID, the most important things to look for in a home or auto policy, what is NOT covered by these types of policies, and real-life examples of Umbrella liability insurance. You will learn how to put yourself in a better position when it comes to property & casualty insurance, as well as to make informed decisions that align with your unique situation.

 

Finny's Website: www.finnyrajchel.com

Edge's Website: www.edgfa.com

Lies You’ve Been Told About Money

In this episode of Ed's Edge, Ed & James breakdown the most common financial myths that are holding you back. They cover everything from the correct way to build wealth and the Latte Effect, to Social Security running out. You will learn the truth about these common misconceptions and how they could be affecting your lifestyle.

 

www.EdgeFA.com

Investing in Peace of Mind: Long-Term Care Insurance

In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of experience in the insurance industry. Ed, James, and Bruce discuss the importance of a Long-Term Care policy and how it can de-rail your financial future if not planned for.

 

Bruce provides guidance on what Long Term Care insurance is, who can benefit from it, and when to start looking for a policy. You will come away with a well-rounded understanding of long-term care insurance and actionable insights on making informed decisions that align with your financial plan.

Controlling the Controllables

In this episode, Ed & James discuss what we can and can't control relating to the stock market, taxes,  social security, and more. You will gain practical information about managing your finances and how to plan for your future.

 

www.edgefa.com

Would You Trade Places With Warren Buffett?

In this episode of Ed's Edge, Ed and James discuss the importance of balancing money, time, and health to live a fulfilling life. They draw inspiration from the wisdom of Warren Buffett and the Dalai Lama, highlighting the dangers of sacrificing health for wealth and the importance of living in the present. Ed and James share personal stories and insights to emphasize the need for a balanced approach to money and life.

How to Navigate the Real Estate Market in Today's World with Special Guest: Dave Swanson

In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of experience. Dave provides a background of the housing market in recent years, discusses what you need to consider before buying a home, and the steps to take when you are ready to purchase a home.

You will come away with a well-rounded understanding of the real estate market and actionable insights on making informed decisions that align with your financial plan. Whether you’re a first-time buyer or seasoned homeowner, this episode equips you with the knowledge to navigate the real estate market with confidence.

 

Dave Swanson: https://www.johngreenerealtor.com/Dave-Swanson

Edge Financial Advisors: www.edgefa.com